Compare AU

Compare ZYUS vs. RDV

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X S&P 500 High Yield Low Volatility ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Global X S&P 500 High Yield Low Volatility ETF (ZYUS) and the Russell Investments High Dividend Australian Shares ETF (RDV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ZYUS

RDV

Popularity

Low

Low

Pearlers invested

85

24

Median incremental investment

$650.00

$546.80

Median investment frequency

Monthly

Monthly

Median total investment

$1,818.15

$1,510.32

Average age group

> 35

> 35


Key Summary

ZYUS

RDV

Strategy

ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index

RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term.

Top 3 holdings

Altria Group Inc (3.10 %)

Crown Castle Inc (3.00 %)

LyondellBasell Industries NV Class A (2.94 %)

Commonwealth Bank of Australia (7.71 %)

BHP Group Ltd (6.47 %)

Westpac Banking Corp (6.07 %)

Top 3 industries

Real Estate (38.79 %)

Materials (29.19 %)

Energy (20.31 %)

Financials (58.71 %)

Materials (13.76 %)

Communication Services (7.68 %)

Top 3 countries

United States (97.74 %)

United Kingdom of Great Britain and Northern Ireland (2.26 %)

Australia (99.57 %)

China (0.43 %)

Management fee

0.35 %

0.34 %


Key Summary

ZYUS

RDV

Issuer

ETFS

Russell

Tracking index

S&P 500 Low Volatility High Dividend Index

Russell Australia High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.34 %

Price

$15.90

$32.70

Size

$76.217 million

$262.247 million

10Y return

N/A

1.30 %

Annual distribution yield (5Y)

4.79 %

6.49 %

Market

ASX

ASX

First listed date

12/06/2015

14/05/2010

Purchase fee

$6.50

$6.50


Community Stats

ZYUS

RDV

Popularity

Low

Low

Pearlers invested

85

24

Median incremental investment

$650.00

$546.80

Median investment frequency

Monthly

Monthly

Median total investment

$1,818.15

$1,510.32

Average age group

> 35

> 35


Pros and Cons

ZYUS

RDV

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

ZYUS

RDV

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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